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Original filing (PDF)20251009114501NAL0015972306001
KOAM ENGINEERING SYSTEMS, INC.
Form 5500
FILING_RECEIVED
KOAM ENGINEERING SYSTEMS, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
152
Accounts w/ balance
334
Plan assets (EOY)
$20.3M
Net assets (EOY)
$20.3M
How this plan invests
This plan
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOAM ENGINEERING SYSTEMS, INC..
Plan sponsor
Name
KOAM ENGINEERING SYSTEMS, INC.
EIN
33-0771394
Address
7807 CONVOY COURT · SUITE 200 · SAN DIEGO, CA · 92111
Phone
(858) 292-0922
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HUTCHINSON & BLOODGOOD LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
48 direct securities· $20.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AmFds 2055 TrgtDtRtrmt Mutual Fund | — | — | — | $2.2M | 10.8% | |
| AmFds 2035 TrgtDtRtrmt R6 Mutual Fund | — | — | — | $2.2M | 10.7% | |
| AmFds 2045 TrgtDtRtrmt R6 Mutual Fund | — | — | — | $1.5M | 7.2% | |
| AmFds 2040 TrgtDtRtrmt R6 Mutual Fund | — | — | — | $1.4M | 7.1% | |
| Virtus Tech Inst Mutual Fund | — | — | — | $1.4M | 7.0% | |
| AmFds 2030 TrgtDtRtrmt R6 Mutual Fund | — | — | — | $1.0M | 5.2% | |
| TRowePR Comm Tech Mutual Fund | — | — | — | $1.0M | 5.1% | |
| AmFds 2050 TrgtDtRtrmt R6 Mutual Fund | — | — | — | $1.0M | 5.0% | |
| AmFds 2025 TrgtDtRtrmt R6 Mutual Fund | — | — | — | $1.0M | 5.0% | |
| Vngrd 500 Index Fd AS Mutual Fund | — | — | — | $962K | 4.7% | |
| AmFds Am Bal R6 Mutual Fund | — | — | — | $770K | 3.8% | |
| TRowePr Hlth Scnc Mutual Fund | — | — | — | $607K | 3.0% | |
| BlkRk Hlth Scnc Oppr Inst Mutual Fund | — | — | — | $523K | 2.6% | |
| AmFds 2060 TrgtDtRtrmt R6 Mutual Fund | — | — | — | $467K | 2.3% | |
| TRowePr Scnc Tech Mutual Fund | — | — | — | $379K | 1.9% | |
| Vngrd Mid-Cap Indx Fd AS Mutual Fund | — | — | — | $308K | 1.5% | |
| FidAdv New Insights I Mutual Fund | — | — | — | $253K | 1.2% | |
| Vngrd Eq Inc Inv Mutual Fund | — | — | — | $233K | 1.1% | |
| AmFds 2065 TrtDtRtrmt R6 Mutual Fund | — | — | — | $229K | 1.1% | |
| AmFds 2020 TrgtDtRtrmt R6 Mutual Fund | — | — | — | $225K | 1.1% | |
| JnsHndrsn Entrp I Mutual Fund | — | — | — | $211K | 1.0% | |
| AmFds AMCAP R6 Mutual Fund | — | — | — | $180K | 0.9% | |
| NW FXD SEL OPTN Insurance Company General Account | — | — | — | $177K | 0.9% | |
| Vngrd Sm Cap Indx Fd AS Mutual Fund | — | — | — | $157K | 0.8% | |
| JPM Cor Pls Bd R6 Mutual Fund | — | — | — | $147K | 0.7% | |
| Vngrd Hlth Care Inv Mutual Fund | — | — | — | $131K | 0.6% | |
| AmFds Wshngtn Mut Inv R6 Mutual Fund | — | — | — | $120K | 0.6% | |
| AmFds Cap Wld Gr Inc R6 Mutual Fund | — | — | — | $114K | 0.6% | |
| Vngrd Explr Inv Mutual Fund | — | — | — | $107K | 0.5% | |
| Okmrk Intl I Mutual Fund | — | — | — | $104K | 0.5% | |
| Col Hi Yld Bd Inst 2 Mutual Fund | — | — | — | $103K | 0.5% | |
| AmFds New Wld R6 Mutual Fund | — | — | — | $101K | 0.5% | |
| PIMCO Inc Inst Mutual Fund | — | — | — | $95K | 0.5% | |
| Vngrd RealEst Indx Adml Mutual Fund | — | — | — | $77K | 0.4% | |
| Diamond Hill Mutual Fund | — | — | — | $72K | 0.4% | |
| Allspr Spec MdCap Val Inst Mutual Fund | — | — | — | $66K | 0.3% | |
| Vngrd St Bd Indx Adml + Mutual Fund | — | — | — | $64K | 0.3% | |
| De Ivy Hi Inc I Mutual Fund | — | — | — | $56K | 0.3% | |
| Vngrd Ttl Stmkt Indx Fd As Mutual Fund | — | — | — | $42K | 0.2% | |
| AmFds 2015 TrgtDtRtrmt R6 Mutual Fund | — | — | — | $26K | 0.1% | |
| Vngrd Trgt Rtrmt 2040 Inv Mutual Fund | — | — | — | $14K | <0.1% | |
| AmFds 2010 TrgtDtRtrmt R6 Mutual Fund | — | — | — | $11K | <0.1% | |
| BlkRk Infl Prtct Bd K Mutual Fund | — | — | — | $11K | <0.1% | |
| Harbor Intl Inst Mutual Fund | — | — | — | $10K | <0.1% | |
| Fed Hrms Gov Oblgtns Prmr Mutual Fund | — | — | — | $9K | <0.1% | |
| Virtus Crdex MdCpValEq I Mutual Fund | — | — | — | $7K | <0.1% | |
| Fid Govt MnyMkt K6 Mutual Fund | — | — | — | $2K | <0.1% | |
| HW MdCap Val I Mutual Fund | — | — | — | $2K | <0.1% |
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